401(k) · DOL Form 5500 · 2023
Xtra Corporation 401(k) Plan
Data updated 2026-08-11
- $88M
- Total assets
- 364
- Participants
- 90th
- Percentile by assets
- $242,554
- Avg per participant
Official DOL plan name: Xtra 401(k) Savings and Retirement Plan · Sponsored by Xtra Corporation · Missouri · Management of Enterprises
$88M in assets, 364 participants
Xtra Corporation's Xtra 401(k) Savings and Retirement Plan reported $88M in total assets and 364 participants in its 2023 DOL Form 5500 filing, ranking in the 90th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 90th percentile by assets (of 127,072 plans)
- #853 in Management of Enterprises (1,137 peers)
Coverage in Missouri
Xtra 401(k) Savings and Retirement Plan covers 364 participants in Missouri, about 49% of the average Missouri filer (state average ~737 per filing). Assets: $88M.
- $88M
- total plan assets (2023 EOY)
- 364
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $242,554
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Xtra 401(k) Savings and Retirement Plan reported net income rose from -$17M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Xtra 401(k) Savings and Retirement Plan end-of-year assets rose from $76M in the plan year 2022 filing to $88M in the plan year 2023 filing.
- Xtra 401(k) Savings and Retirement Plan reported participants fell from 370 in the plan year 2022 filing to 364 in the plan year 2023 filing.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Xtra 401(k) Savings and Retirement Plan reports 364 participants - about 49% of that state average ($88M EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | $12M |
| Employer EIN | 060954158 |
| Plan Effective Date | 1965-09-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Xtra Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 370 | $76M |
| 2023 | 1 | 364 | $88M |
| 2024 | 1 | 374 | $92M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Xtra 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Xtra 401(k) Savings and Retirement Plan by total assets, not by location.
- Connexus Energy Retirement Savings Plan (MN) $88M · 211
- Performance Trust Retirement Plan (IL) $88M · 361
- Legends 401(k) Profit Sharing Plan (NY) $88M · 10,581
- Emerald Queen Casino 401(k) Plan (WA) $88M · 2,295
Frequently Asked Questions
How did Xtra 401(k) Savings and Retirement Plan assets move in 2023? ▼
How have Xtra Corporation plan assets changed over time? ▼
Where does Xtra 401(k) Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Xtra 401(k) Savings and Retirement Plan? ▼
Next read for Xtra 401(k) Savings and Retirement Plan
Filing takeaways
Ways to act on Xtra 401(k) Savings and Retirement Plan's numbers.
- By total assets, Xtra 401(k) Savings and Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
- Xtra Corporation's sponsor-wide assets have grown 20.9% since 2022 across 3 plan years on file. More Management of Enterprises plans